Cash Flow
- Does inflation impact my standard of living?Opens in a new tab
- How much am I spending?Opens in a new tab
- How much do I need for emergencies?Opens in a new tab
- Pay down debt or Invest more?Opens in a new tab
- How long will my money last?Opens in a new tab
- Should my spouse work?Opens in a new tab
- What is my current net worth?Opens in a new tab
- What is my projected net worth?Opens in a new tab
- What is my current cash flow?Opens in a new tab
- What is my projected cash flow?Opens in a new tab
- Value of reducing or foregoing expensesOpens in a new tab
- Historical inflation - compare purchasing powerOpens in a new tab
Credit
- How long will it take to pay off my credit card?Opens in a new tab
- How long until my loan is paid off?Opens in a new tab
- What are my loans payments?Opens in a new tab
- What is the balance owning on my loan?Opens in a new tab
- Consolidate my personal debt?Opens in a new tab
- Re-structuring debts for accelerated payoffOpens in a new tab
- Cash up front or payments over time?Opens in a new tab
- Impact of making extra debt payments?Opens in a new tab
- Pay off debts or invest the money?Opens in a new tab
- Estrimate my credit score?Opens in a new tab
Home & Mortgage
- How much home can I afford?Opens in a new tab
- Should I refinance my home mortgae (break even)?Opens in a new tab
- Mortgage CalculatorOpens in a new tab
- Comparing Mortgage terms (i.e. 15, 20, 30 year)Opens in a new tab
- Should I pay discount points for a lower interest rate?Opens in a new tab
- Should I rent or buy a home?Opens in a new tab
- Should I convert to a bi-weekly payment schedule?Opens in a new tab
- Compare a 'no-cost' vs traditional mortgageOpens in a new tab
- What are the tax savings generated by my mortgage?Opens in a new tab
- Which is better: fixed or adjustable-rate mortgage?Opens in a new tab
- Adjustable rate mortgage calculatorOpens in a new tab
- How do closing costs impact the interest rate?Opens in a new tab
- Compare an interest-only vs traditional mortgageOpens in a new tab
Insurance
- How much life insurance do I need?Opens in a new tab
- What is my life expectancy?Opens in a new tab
- Needs for burial and final expenses?Opens in a new tab
- How much disability income insurance do I need?Opens in a new tab
- Chances of becoming disabledOpens in a new tab
- Long-term care insurance needsOpens in a new tab
- How much will I earn in my lifetime?Opens in a new tab
- Tax advantages of an annuity?Opens in a new tab
- How long will my current life insurance proceeds last?Opens in a new tab
- Future value on an annuity?Opens in a new tab
- Whis is beter, comprehensive plan or high-deductible plan with HSA?Opens in a new tab
Paycheck & Benefits
- How much is my company bonus after taxes?Opens in a new tab
- How will payroll adjustments affect my take-home pay?Opens in a new tab
- Convert my salary to an equivalent hourly wageOpens in a new tab
- Convert my hourly wage to an equivalent salaryOpens in a new tab
- Future value of my employee stock options?Opens in a new tab
- Exercise my "in-the-money" stock optionsOpens in a new tab
- What may my 401(k) be worth?Opens in a new tab
- Impact of increasing my 401(k) contribution?Opens in a new tab
- What may my 457 plan be worth?Opens in a new tab
- Impact of increasing my 457 plan contribution?Opens in a new tab
Qualified Plans
- Evaluate my company pension payout optionsOpens in a new tab
- How much can I contribute to an IRA?Opens in a new tab
- Retirement income from my IRA provider?Opens in a new tab
- Convert to a Roth IRA?Opens in a new tab
- Qualified plan is worth what retirement?Opens in a new tab
- Current year required minimum distribution?Opens in a new tab
- Projected required minimum distributions?Opens in a new tab
- Lump sum distribution options?Opens in a new tab
- Maximize my employer 401(k) match?Opens in a new tab
- Impact of borrowing from my 401(k) plan?Opens in a new tab
- Impact of early withdrawal from my 401(k)?Opens in a new tab
- I'm self-employed, how much can I contribute to a retirement plan?Opens in a new tab
- Net unrealized appreciation (NUA) vs IRA rollover?Opens in a new tab
Retirement
- Will retirement impact my living expenses?Opens in a new tab
- How much will I need for retirement?Opens in a new tab
- Are my current retirement savings sufficient?Opens in a new tab
- Social Security retirement income estimatorOpens in a new tab
- How does inflation impact my retirement income needs?Opens in a new tab
- I'm retired, how long will my savings last?Opens in a new tab
- When should I begin saving for retirement?Opens in a new tab
- Convert discretionary expenses to savings?Opens in a new tab
- How much retirement income may my 401(k) provide?Opens in a new tab
- Compare a Roth 401(k) to a traditional 401(k)Opens in a new tab
Savings
- Becoming a millionaireOpens in a new tab
- Income generated by a svaings planOpens in a new tab
- How long will it take to double my money?Opens in a new tab
- How long until my savings reach my goal?Opens in a new tab
- Save now vs. save laterOpens in a new tab
- How much should I save to reach my goal?Opens in a new tab
- What will my current savings grow to?Opens in a new tab
- Calculate rate of returnOpens in a new tab
- How do taxes and inflation impact my return?Opens in a new tab
- What is my effective annual yield?Opens in a new tab
Taxes
- What is my potential estate tax liablility?Opens in a new tab
- Federal income tax estimatorOpens in a new tab
- Should I adjust my payroll witholdings?Opens in a new tab
- Will my investment interest be deductible?Opens in a new tab
- How much self-employment tax will I pay?Opens in a new tab
- Capital gains (and losses) tax estimatorOpens in a new tab
- Compare taxable, tax-deffered, and tax-free growthOpens in a new tab
- How much of my social security benefit may be taxable?Opens in a new tab
- Tax implications of paying interest?Opens in a new tab
- Itemize or take the standard deduction?Opens in a new tab
- What is my taxable-equivalent yield?Opens in a new tab
- Tax refund estimatorOpens in a new tab